EverSource Wealth Advisors’s WisdomTree Global Defense Fund WDGF Stock Holding History

EverSource Wealth Advisors’s Portfolio WDGF Stock Details WDGF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$21.5K	Hold	705	–	–	﹤0.01%	2378
2026 Q1	$23.1K	Buy	+705	New	+$24.4K	﹤0.01%	2415

Other funds holding WDGF

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

EverSource Wealth Advisors's WDGF Position: Q2 2026 in Review

EverSource Wealth Advisors held its WisdomTree Global Defense Fund (WDGF) position steady in Q2 2026 at 705 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2378.

EverSource Wealth Advisors first reported a position in WDGF in Q1 2026 and has held it in 2 quarters since. The position peaked at $23.1K in Q1 2026. 5 funds tracked by Wall St. Rank hold WDGF as of Q2 2026.

EverSource Wealth Advisors held 705 shares of WisdomTree Global Defense Fund worth $21.5K as of Q2 2026.
EverSource Wealth Advisors left its WisdomTree Global Defense Fund share count unchanged in Q2 2026.
WisdomTree Global Defense Fund made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2378 holding.
EverSource Wealth Advisors first reported a position in WisdomTree Global Defense Fund in Q1 2026 and has held it in 2 quarters since.
EverSource Wealth Advisors's WisdomTree Global Defense Fund position peaked at $23.1K in Q1 2026.
5 funds tracked by Wall St. Rank held WisdomTree Global Defense Fund as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.